03/05/2014
In its third wealth management acquisition in 18 months, Tulsa-based BOK Financial Corp., parent of Bank of Oklahoma, has inked a deal to buy the Houston-based investment firm MBM Advisors.
03/05/2014
Number of People With More Than $30 million in Net Assets Also Rose
03/05/2014
In this awards season, Handler Thayer, LLP has also been chosen for the second consecutive year as the Large Tier winner of the 2014 Corporate International Magazine Global Award, "Estate Law - Law Firm of the Year in Illinois."
03/04/2014
Banner Bank, a wholly owned subsidiary of Banner Corporation announced today that it has entered into a business relationship with Coldstream Capital Management, Inc., a Bellevue, WA based independent wealth management firm.
03/03/2014
In a special recognition by The Women’s Choice Award Financial Advisor Program, Guidant Wealth Advisors and Frank T. Patzke, CFP and President, have been selected for the 2014 Women’s Choice Award.
03/03/2014
"We've earned a strong reputation as a dynamic team of experienced and tenured advisors who serve as our clients' trusted partners. This award validates that we are hitting the mark."
03/03/2014
Morgan Stanley Wealth Management has recognized 15 outstanding women professionals, many of whom recently attended the first MAKERS conference that brought together women leaders across multiple fields.
02/28/2014
Opalesque Industry Update - 50% and 34% of hedge fund managers reported a growth in capital coming from family offices and wealth managers respectively in 2013.
02/28/2014
Richard Lawrence, former president and CEO of the University of Colorado Foundation, has been named president and CEO of Boulder-based wealth management firm Sargent Bickham Lagudis LLC.
02/28/2014
First Republic Bank, a leading private bank and wealth management company, has been named Best Private Bank – Overall, by Private Asset Management magazine.
02/27/2014
A new report shows Canadian families’ net worth gained 44.5% between 2005 and 2012, but the fact that the gain was driven largely by higher house prices points to their fragility, some analysts say.
02/27/2014
Risk need not be a four-letter word. And for investors, it is certainly not a game.
02/27/2014
This is the first award for Banyan and the fourth consecutive client service win for the former team at Silver Bridge which was acquired by Banyan in August 2013.
02/27/2014
Credit Suisse's chief executive will hit back at allegations the Swiss bank was a willing accomplice in U.S. tax evasion on Wednesday, blaming instead a small group of its private bankers for helping Americans conceal their wealth.
02/26/2014
Operation allegedly included secret, remote-controlled lifts and bank statements hidden in Sports Illustrated magazines
02/25/2014
An advisor team with nearly half a billion dollars under management has left independent broker-dealer AXA Equitable Financial Services for Cambridge Investment Research.
02/25/2014
BNP Paribas Corporate and Investment Banking is pleased to announce that its broker-dealer affiliate, BNP Paribas Securities Corp., has opened a new institutional sales office in Boston, MA.
02/25/2014
Global Wealth Management revenues for the fourth quarter rose 15 percent from the year-ago
02/25/2014
The investment bank executive, who oversees the firm’s wealth management franchise and its investment management business, says Morgan Stanley is open to making acquisitions to grow the $373-billion investment franchise known as Morgan Stanley Inves
02/25/2014
Growth in the domestic bank was better than my expectations